XP Inc.
XP- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001787425
In the last 90 days, XP Inc. insiders filed 0 open-market purchases and 1 sale; 321 institutions reported holding it in 13F filings for Q2 2026, worth $5.42B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in XP Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 192
- −6 vs. Q4 2022
- Shares held
- 291.3M
- +4.98M (+1.7%) vs. Q4 2022
- Total value
- $3.45B
- −$945.5M (−21.5%) vs. Q4 2022
- New holders
- 34
- 74 more added
- Sold out
- 40
- 52 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 321 | $5.42B |
| Q1 2026 | 359 | $6.33B |
| Q4 2025 | 343 | $5.72B |
| Q3 2025 | 328 | $6.45B |
| Q2 2025 | 313 | $6.96B |
| Q1 2025 | 296 | $4.68B |
| Q4 2024 | 294 | $4.15B |
| Q3 2024 | 292 | $6.21B |
| Q2 2024 | 265 | $5.47B |
| Q1 2024 | 299 | $8.13B |
| Q4 2023 | 301 | $7.62B |
| Q3 2023 | 258 | $6.44B |
| Q2 2023 | 225 | $6.67B |
| Q1 2023 | 192 | $3.45B |
| Q4 2022 | 199 | $4.39B |
| Q3 2022 | 200 | $5.00B |
| Q2 2022 | 200 | $4.71B |
| Q1 2022 | 237 | $8.16B |
| Q4 2021 | 234 | $7.32B |
| Q3 2021 | 168 | $7.43B |
| Q2 2021 | 166 | $7.92B |
| Q1 2021 | 149 | $6.85B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5 | $59 | 0.00% | −744−99.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 6 | $71 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $142 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $154 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $191 | 0.01% | −3−20.0% | Reduced |
| Farther Finance Advisors, LLC | 19 | $226 | 0.00% | +19 | New |
| Natixis | 20 | $238 | 0.00% | −184−90.2% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $238 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $712 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $1.00K | 0.00% | −12−14.1% | Reduced |
| Acadian Asset Management LLC | 99 | $1.00K | 0.00% | +99 | New |
| Allworth Financial LP | 90 | $1.07K | 0.00% | +90 | New |
| EverSource Wealth Advisors, LLC | 92 | $1.09K | 0.00% | +92 | New |
| Belpointe Asset Management LLC | 112 | $1.33K | 0.00% | +4+3.7% | Added |
| International Assets Investment Management, LLC | 114 | $1.35K | 0.00% | +114 | New |
| Northwestern Mutual Wealth Management Co | 130 | $1.54K | 0.00% | +119+1,081.8% | Added |
| Cullen/Frost Bankers, Inc. | 138 | $1.64K | 0.00% | +138 | New |
| TD Waterhouse Canada Inc. | 160 | $1.79K | 0.00% | +160 | New |
| Washington Trust Advisors, Inc. | 168 | $2.00K | 0.00% | +98+140.0% | Added |
| Investors Research Corp | 204 | $2.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 234 | $2.78K | 0.00% | −13−5.3% | Reduced |
| Jones Financial Companies LLLP | 265 | $3.15K | 0.00% | +265 | New |
| Compagnie Lombard Odier SCmA | 280 | $3.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $3.45K | 0.00% | −413−80.5% | Reduced |
| Pin Oak Investment Advisors Inc | 349 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 365 | $4.33K | 0.00% | +117+47.2% | Added |
| Proequities, Inc. | 404 | $4.79K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $4.91K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 432 | $5.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 470 | $5.17K | 0.00% | −4,113−89.7% | Reduced |
| Quarry LP | 581 | $6.90K | 0.00% | −1,492−72.0% | Reduced |
| First Horizon Advisors, Inc. | 603 | $7.16K | 0.00% | −16−2.6% | Reduced |
| Parallel Advisors, LLC | 633 | $7.51K | 0.00% | +617+3,856.3% | Added |
| Thomas White International Ltd | 634 | $7.53K | 0.00% | −198,863−99.7% | Reduced |
| Park Place Capital Corp | 710 | $8.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 722 | $8.57K | 0.00% | +561+348.4% | Added |
| Harbor Investment Advisory, LLC | 823 | $9.77K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 851 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 962 | $11.0K | 0.00% | −31,154−97.0% | Reduced |
| Credit Agricole S A | 1,111 | $13.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,476 | $17.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,500 | $17.8K | 0.00% | +1,500 | New |
| Turim 21 Investimentos Ltda. | 1,630 | $19.3K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,290 | $27.2K | 0.01% | +93+4.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,362 | $28.0K | 0.00% | −500−17.5% | Reduced |
| Signaturefd, LLC | 2,694 | $32.0K | 0.00% | +1,390+106.6% | Added |
| TD Private Client Wealth LLC | 3,253 | $38.6K | 0.00% | −255−7.3% | Reduced |
| Quadrant Capital Group LLC | 5,092 | $60.4K | 0.01% | +2,243+78.7% | Added |
| Quantbot Technologies LP | 5,148 | $61.1K | 0.00% | +5,148 | New |
| Ossiam | 6,155 | $73.1K | 0.00% | +915+17.5% | Added |
| The PNC Financial Services Group, Inc. | 6,441 | $76.5K | 0.00% | −1,074−14.3% | Reduced |
| 1832 Asset Management L.P. | 6,450 | $76.6K | 0.00% | −900−12.2% | Reduced |
| Cutler Group LP | 9,597 | $113.0K | 0.02% | +9,597 | New |
| American Century Companies Inc | 10,101 | $121.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,535 | $125.0K | 0.01% | +10,535 | New |
| Marks Group Wealth Management, Inc | 11,220 | $133.2K | 0.02% | −31−0.3% | Reduced |
| CIBC World Markets Inc. | 11,308 | $134.0K | 0.00% | −1,213−9.7% | Reduced |
| MML Investors Services, LLC | 12,191 | $145.0K | 0.00% | +12,191 | New |
| Raymond James Financial Services Advisors, Inc. | 12,523 | $148.6K | 0.00% | +12,523 | New |
| Financial Advocates Investment Management | 13,196 | $156.6K | 0.01% | +13,196 | New |
| FDx Advisors, Inc. | 11,042 | $169.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 14,610 | $173.4K | 0.01% | +14,610 | New |
| Wells Fargo & Company | 14,913 | $177.0K | 0.00% | +1,554+11.6% | Added |
| Deltec Asset Management LLC | 15,000 | $178.1K | 0.04% | +4,000+36.4% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 15,200 | $180.4K | 0.17% | −1,000,575−98.5% | Reduced |
| Storebrand Asset Management AS | 15,415 | $183.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,297 | $193.4K | 0.00% | +16,297 | New |
| Baader Bank INC | 16,587 | $196.7K | 0.01% | +3,587+27.6% | Added |
| Qsemble Capital Management, LP | 19,100 | $226.7K | 0.15% | +3,100+19.4% | Added |
| Graham Capital Management, L.P. | 19,298 | $229.1K | 0.01% | −134,502−87.5% | Reduced |
| Advisor Group Holdings, Inc. | 19,929 | $236.5K | 0.00% | +12,287+160.8% | Added |
| Kestra Private Wealth Services, LLC | 22,471 | $266.7K | 0.01% | +22,471 | New |
| VPR Management LLC | 24,068 | $286.0K | 0.06% | +6,120+34.1% | Added |
| Exchange Traded Concepts, LLC | 24,582 | $291.8K | 0.01% | +449+1.9% | Added |
| Tandem Capital Management Corp | 26,036 | $309.0K | 0.22% | −8,452−24.5% | Reduced |
| Raymond James & Associates | 27,846 | $330.5K | 0.00% | +27,846 | New |
| Aigen Investment Management, LP | 29,293 | $347.7K | 0.05% | +29,293 | New |
| Keybank National Association | 29,345 | $348.3K | 0.00% | +375+1.3% | Added |
| Synovus Financial Corp | 31,071 | $368.8K | 0.00% | −103,978−77.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 31,561 | $374.6K | 0.14% | +4,290+15.7% | Added |
| Mariner, LLC | 31,819 | $378.0K | 0.00% | −12,206−27.7% | Reduced |
| Truist Financial Corp | 33,363 | $396.0K | 0.00% | −5,628−14.4% | Reduced |
| Davenport & Co LLC | 34,369 | $408.0K | 0.00% | −212−0.6% | Reduced |
| Cloverfields Capital Group, LP | 35,313 | $419.2K | 0.13% | +35,313 | New |
| Cetera Investment Advisers | 35,842 | $425.4K | 0.00% | +35,842 | New |
| Natixis Advisors, L.P. | 36,063 | $428.0K | 0.00% | −53,664−59.8% | Reduced |
| Neuberger Berman Group LLC | 38,057 | $451.7K | 0.00% | −1,399−3.5% | Reduced |
| Amitell Capital Pte Ltd | 43,712 | $518.9K | 0.54% | +43,712 | New |
| Bank of Montreal | 42,544 | $521.8K | 0.00% | +7,181+20.3% | Added |
| Ameriprise Financial Inc | 44,286 | $525.7K | 0.00% | −884,066−95.2% | Reduced |
| First Republic Investment Management, Inc. | 44,379 | $526.8K | 0.00% | +1,952+4.6% | Added |
| Two Sigma Advisers, LP | 44,933 | $533.4K | 0.00% | +6,260+16.2% | Added |
| Credit Suisse AG | 48,329 | $573.7K | 0.00% | −46,830−49.2% | Reduced |
| Fifth Third Bancorp | 48,690 | $578.0K | 0.00% | −1,224−2.5% | Reduced |
| Marshall Financial Group LLC | 54,472 | $646.6K | 0.23% | +54,472 | New |